You can create a manual account in your portfolio to manually enter your positions, trades, cash deposits, and withdrawals.

Manual accounts allow you to track your portfolio holdings without connecting to your financial institution through Plaid. You can also create mock accounts and input virtual trades to test strategies.

Here's how to add a manual account on the app:

1. Go to your Portfolio tab and select the plus sign (+).
2. Select Manually input positions.
3. Select Replicate a real account to replicate a real account. You can also select Create mock account to enter virtual trades and test strategies.
4. Enter your positions, trades, cash deposits, and withdrawals.
5. Save your manual account.
   

Here's how to add a manual account on the Atom Finance website:

1. Go to your Portfolio tab.
2. Select Add account.
3. Select Manually input positions.
4. Select Replicate a real account to replicate a real account. You can also select Create mock account to enter virtual trades and test strategies.
5. Enter your positions, trades, cash deposits, and withdrawals.
6. Save your manual account.

We don’t allow users to add trades before the account creation date at this time. You won’t be able to click a date if it’s before the date you created your manual account. We’re looking to add this functionality in the future. Stay tuned!